C.M. Bidwell & Associates’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

C.M. Bidwell & Associates’s Portfolio CMDY Stock Details CMDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-310	Closed	-$17K	–	499
2022 Q3	$17K	Hold	310	–	–	0.01%	331
2022 Q2	$18K	Hold	310	–	–	0.01%	329
2022 Q1	$19K	Buy	+310	New	+$17.5K	0.01%	335

Other funds holding CMDY

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

C.M. Bidwell & Associates's CMDY Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q4 2022, closing a stake of 310 shares — an estimated $17K sold.

C.M. Bidwell & Associates first reported a position in CMDY in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 90 funds tracked by Wall St. Rank hold CMDY as of Q4 2022.

C.M. Bidwell & Associates reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q4 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 310 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q4 2022, an estimated $17K.
C.M. Bidwell & Associates first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q1 2022 and held it in 3 quarters.
C.M. Bidwell & Associates's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $19K in Q1 2022.
90 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.